SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,572,446 | -5.9% | 172,926 | -1.4% | 0.93% | -2.6% |
| Q2 2023 | $8,047,482 | +12.1% | 175,365 | +7.4% | 0.95% | +6.5% |
| Q1 2023 | $7,177,181 | +35.0% | 163,340 | +18.5% | 0.90% | +16.8% |
| Q3 2022 | $5,316,000 | -3.2% | 137,873 | +0.9% | 0.77% | +4.6% |
| Q2 2022 | $5,490,000 | -20.2% | 136,692 | -10.6% | 0.73% | -13.3% |
| Q1 2022 | $6,883,000 | -4.3% | 152,926 | +5.7% | 0.84% | +2.9% |
| Q4 2021 | $7,195,000 | +17.9% | 144,649 | +9.4% | 0.82% | 0.0% |
| Q3 2021 | $6,101,000 | +0.2% | 132,179 | +1.7% | 0.82% | -8.0% |
| Q2 2021 | $6,089,000 | +13.2% | 129,919 | +10.5% | 0.89% | +2.4% |
| Q1 2021 | $5,379,000 | +14.0% | 117,541 | +7.8% | 0.87% | +7.3% |
| Q4 2020 | $4,720,000 | +51.2% | 109,080 | +14.1% | 0.81% | +28.9% |
| Q3 2020 | $3,121,000 | +11.1% | 95,640 | +6.4% | 0.63% | -7.4% |
| Q2 2020 | $2,808,000 | +41.7% | 89,879 | +14.8% | 0.68% | +46.2% |
| Q1 2020 | $1,982,000 | – | 78,273 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |